CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+2.55%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$86.6M
AUM Growth
+$86.6M
(+0.22%)
Cap. Flow
-$125K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
83.14%
Holding
153
New
14
Increased
17
Reduced
19
Closed
8
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$3.54M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.76M |
| 3 |
Pfizer
PFE
|
$1.97M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$958K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$714K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.33M |
| 2 |
PayPal
PYPL
|
$2.62M |
| 3 |
Apple
AAPL
|
$2.3M |
| 4 |
Palo Alto Networks
PANW
|
$2.12M |
| 5 |
Invesco QQQ Trust
QQQ
|
$2.03M |
Sector Composition
| 1 | Communication Services | 42.52% |
| 2 | Financials | 24.21% |
| 3 | Healthcare | 9.09% |
| 4 | Materials | 2.12% |
| 5 | Consumer Staples | 1.7% |
